BENJ — Horizon Fds 机构持仓 · 2026年Q2
谁持有 Horizon Fds(BENJ)?2026年Q2(报告期截至 2026-06-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 2.80 亿美元。前几大持有机构:Envestnet Asset Management Inc(7,480.00 万美元)、Bank of New York Mellon Corp(5,920.00 万美元)、LPL Financial LLC(4,660.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $74.8M | 1.4M | 增持 |
| 2 | Bank of New York Mellon Corp | $59.2M | 1.1M | 减持 |
| 3 | LPL Financial LLC | $46.6M | 884,354 | 减持 |
| 4 | Cetera Investment Advisers | $44.3M | 839,309 | 减持 |
| 5 | Cambridge Investment Research Advisors, Inc. | $40.2M | 763,002 | 减持 |
| 6 | Orion Porfolio Solutions, LLC | $6.6M | 124,730 | 减持 |
| 7 | PRINCIPAL SECURITIES, INC. | $4.2M | 79,022 | 减持 |
| 8 | CERTIOR FINANCIAL GROUP, LLC | $1.6M | 30,986 | 减持 |
| 9 | Envestnet Portfolio Solutions, Inc. | $956,358 | 18,130 | 减持 |
| 10 | OSAIC HOLDINGS, INC. | $648,244 | 12,289 | 增持 |
| 11 | Brookstone Capital Management | $305,528 | 5,792 | 减持 |
| 12 | Atria Investments, Inc | $275,513 | 5,223 | 减持 |
| 13 | Brookwood Investment Group LLC | $268,023 | 5,081 | 减持 |
| 14 | Kestra Advisory Services, LLC | $224,293 | 4,252 | 新建仓 |
| 15 | Silver Grove Financial Group, Inc. | $52,750 | 1,000 | 新建仓 |
| 16 | US BANCORP \DE\ | $45,418 | 861 | 新建仓 |
| 17 | Horizon Investments, LLC | $19,412 | 368 | 减持 |
| 18 | Royal Bank of Canada | $0 | 0 | 清仓 |
| 19 | UBS Group AG | $0 | 0 | 清仓 |
| 20 | Independent Advisor Alliance | $0 | 0 | 清仓 |
| 21 | IFS Group,LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30